Strategic Wealth Investment Group, LLC
SEC Filing List

CIK: 0001802365
Form Description Owner/Filer Filing Agent Date Actions
13F-HRInitial Quarterly Form 13F Holdings Repo...05/11/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...02/11/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...11/14/2025
N-PXAnnual Report of Proxy Voting Record of ...08/29/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...Key Bridge Compliance, LLC /fa08/14/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...Outlook Wealth Advisors, LLC /fa04/14/2025
13F-HR/AAmendment to Initial Quarterly Form 13F ...Strategic Wealth Investment Group, LLC /fa01/23/2025
13F-HR/AAmendment to Initial Quarterly Form 13F ...ELEVATION POINT WEALTH PARTNERS, LLC /fa01/22/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...ELEVATION POINT WEALTH PARTNERS, LLC /fa01/22/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...Strategic Wealth Investment Group, LLC /fa10/24/2024
No record found.
Load More